Transaction preparation services

Financial fluency closes deals faster

Financial transactions – selling a business, buying another business, and raising money – have a language and method of their own. Having an experienced partner help you prepare for and navigate the transaction will demystify the process and maximize your company’s value.

Schedule a call

Raising Capital? Buy-side? Sell-side?

We’re on Your Side.

Presenting financial information about your company in a format that a buyer or investor expects - and being prepared in advance for their most likely questions - will help you sail through the due diligence process and earn you the best deal possible. When you’re on the buy-side of a transaction, having the experience to know what to look for and how to evaluate the information will yield the best possible outcome while avoiding costly mistakes.

From opportunity to close, we add value for companies who are:

Raising equity or debt capital

Planning for M&A

Considering a sale

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We prepare and represent you with external transaction stakeholders to:

Help you understand the process and jargon
Give you an objective viewpoint by analyzing financials and other data on both sides of the transaction
Model potential outcomes and plan your best moves
Present your financial data in an easy-to-understand format
Anticipate and prepare responses to questions that instill confidence in you and your team

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While our experienced team mitigates deal headaches by:

Assessing and addressing risks that would reduce market value - before bankers, investors, or buyers trip over them
Managing accounting and finance systems during (and potentially after) the transaction
Providing you with expert resources so your existing staff is not overwhelmed by the additional demands
Planning and facilitating a smooth transition of systems, data, and processes

Client Story

"SPRCHRGR specializes in clear financial reporting that puts numbers and words together in a way that reflects how we think about and talk about our business. They organized our financial data into an intuitive and concise at-a-glance summary. This was valuable for us in many ways, primarily in the day-to-day visualization of our performance metrics so we could better manage our business. It then proved vital to help us communicate the value to investors and buyers during due diligence.”

Anthony Jenkins
CEO | NTERSOL

View client stories

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Align

Discuss your plans for the company and assess the current state of your financials

We review and document current accounting systems, reporting, and historical data. Then, we propose areas that could improve the transaction process, such as KPI dashboards, financial reporting, business risks, and accounting systems/procedures.

Assemble the right team

We work with you (and other advisors) from start to finish

We build a team tailored to your goals and timeline. Our experience includes working with bankers to prepare marketing materials, managing due diligence, meeting with investment brokers, responding to inquiries from interested parties, preparing you for meetings, evaluating proposals/term sheets, post-closing schedules, and post-closing accounting, and more.

Agile Support

Adjust as needed to changing conditions

We're problem-solvers at heart. We use our experience, cross-functional team, and network to ensure you have what you need.

Let's build your plan

Case Study

Software Acquisition with a Synched and Strong Cash Flow at MedCompli

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A Transaction Readiness Mindset - 9 Things To Know (Before You Go) Through Due Diligence

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Exit Like an Expert: How Sellers Can Avoid 5 Common Exit Deal Pitfalls

With decades of experience guiding middle-market CEOs through business exits, I've witnessed firsthand how the difference between a successful transition a...

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The leader of a growing company needs eyes in both the front and back of their head. They must look forward to project cash burn and capital needs to suppo...

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Finding the Right Financial Metrics for Your SaaS Company

Software-based businesses have a head start: They're built with the right infrastructure and mindset to generate data-driven insights into the company's fi...

Mark Wald, Kip Henke,

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Contribution Margin is key to improving your margins, particularly when evaluating different product lines. This article focuses on CM for inventory-based ...

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Enhancing Corporate Governance with SPRCHRGR

Corporate governance refers to the system of rules, practices, and processes by which a company is directed and controlled. It encompasses the mechanisms t...

Mark Wald, Scott Meyers,

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Transaction preparation services

Raising Capital? Buy-side? Sell-side?

We’re on Your Side.